Pin Oak Investment Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Pin Oak Investment Advisors Inc. reported 495 stock positions worth $140.0 million. Its top holding was Kimbell Royalty Partners (KRP) at 6.0% of the portfolio, followed by Apple (AAPL, 5.2%) and Txo Partners (TXO, 3.8%). Compared with Q2 2025, it opened 18 new positions, sold out of 25, added to 123 and reduced 99. The biggest buy was Honeywell International (HON, shares +1283%) and the biggest sale Enterprise Products Partners (EPD, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001094584
- Portfolio Value
- $140.0M (Q3 2025)
- SEC Filing
- 0001094584-25-000005 ↗ filed Nov 17, 2025
Holdings Value
Holdings 495 stocks · $140.0M
| KRP Kimbell Royalty Partners LP | 5.96% | 618,128 | $8.3M | Add +0.8% |
| AAPL Apple Inc. | 5.21% | 28,651 | $7.3M | Reduce -0.5% |
| TXO Txo Partners LP | 3.84% | 382,702 | $5.4M | Add +39.2% |
| HHH Howard Hughes Holdings Inc. | 3.64% | 62,062 | $5.1M | Add +7.0% |
| ET Energy Transfer LP | 3.13% | 255,682 | $4.4M | Add +6.1% |
| EPD Enterprise Products Partners | 3.11% | 139,411 | $4.4M | Reduce -6.3% |
| XOM Exxon Mobil Corp. | 2.94% | 36,497 | $4.1M | Reduce -8.3% |
| PLTR Palantir Technologies Inc. Class A | 2.92% | 22,391 | $4.1M | Add +7.7% |
| GOOGL Alphabet Inc. Class A | 2.58% | 14,840 | $3.6M | Add +4.1% |
| NOG Northern Oil and Gas Inc. | 2.39% | 132,321 | $3.3M | Add +19.8% |
| MNR Mach Natural Resources LP | 2.23% | 236,702 | $3.1M | Add +8.8% |
| HON Honeywell International Inc. | 2.23% | 14,798 | $3.1M | Add +1283.0% |
| NG Novagold Resources Inc. | 2.05% | 325,613 | $2.9M | Add +752.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.99% | 4,163 | $2.8M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.87% | 5,203 | $2.6M | Add +9.1% |
| EOG EOG Resources Inc. | 1.83% | 22,869 | $2.6M | Reduce -1.3% |
| GLD SPDR Gold Shares | 1.60% | 6,292 | $2.2M | Reduce -5.7% |
| MSFT Microsoft Corp. | 1.52% | 4,113 | $2.1M | Add +2.7% |
| CVX Chevron Corp. | 1.38% | 12,397 | $1.9M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 1.27% | 3,803 | $1.8M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 1.22% | 2,137 | $1.7M | Add +191.5% |
| NVDA Nvidia Corp. | 1.21% | 9,043 | $1.7M | Add +27.6% |
| WMT Walmart Inc. | 1.20% | 16,231 | $1.7M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.19% | 6,832 | $1.7M | Reduce -6.3% |
| PAGP Plains GP Holdings LP | 1.09% | 83,615 | $1.5M | Add +2.3% |
| MANH Manhattan Associates Inc. | 1.03% | 7,051 | $1.4M | Add +50.3% |
| JNJ Johnson & Johnson | 0.97% | 7,354 | $1.4M | Reduce -7.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.95% | 4,763 | $1.3M | Add +1683.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.90% | 24,296 | $1.3M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.83% | 6,335 | $1.2M | Reduce -1.0% |
| STXF Strive 500 ETF | 0.80% | 25,971 | $1.1M | Add +15.0% |
| BX Blackstone Inc. | 0.75% | 6,169 | $1.1M | Add +3572.0% |
| AMZN Amazon.com Inc. | 0.73% | 4,634 | $1.0M | Reduce -9.2% |
| AEM Agnico Eagle Mines Ltd. | 0.73% | 6,032 | $1.0M | No change |
| JPM JPMorgan Chase & Co. | 0.68% | 3,028 | $955K | Add +7.6% |
| WFC Wells Fargo & Co. | 0.68% | 11,350 | $951K | Add +28.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 1,533 | $922K | Add +3.3% |
| SHEL Shell PLC-ADR | 0.66% | 12,874 | $921K | Add +5.0% |
| AR Antero Resources Corp. | 0.65% | 26,950 | $904K | Reduce -14.7% |
| HIO Western Asset Hi Inc. Opport | 0.64% | 232,628 | $902K | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 1 | $754K | No change |
| ABBV Abbvie Inc. | 0.49% | 2,950 | $683K | Add +5.2% |
| SIRI Sirius XM Holdings Inc. | 0.47% | 27,977 | $651K | Reduce -14.3% |
| SLV iShares Silver Trust | 0.45% | 15,024 | $637K | Add +0.0% |
| ADI Analog Devices Inc. | 0.44% | 2,521 | $619K | Reduce -3.2% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.44% | 61,008 | $619K | Add +9.3% |
| PFE Pfizer Inc. | 0.44% | 24,007 | $612K | Reduce -9.0% |
| HAL Halliburton Co. | 0.43% | 24,705 | $608K | No change |
| LOW Lowe's Cos Inc. | 0.43% | 2,412 | $606K | Reduce -1.8% |
| PPT Franklin Premir Inc. Trust-Ui | 0.42% | 160,370 | $592K | Add +55.2% |
| ORCL Oracle Corp. | 0.42% | 2,090 | $588K | Add +4.0% |
| TRV The Travelers Cos Inc. | 0.40% | 2,016 | $563K | Add +102.2% |
| GT Goodyear Tire & Rubber Co. | 0.40% | 73,990 | $553K | Add +93.7% |
| BTZ BlackRock Credit Allocation | 0.39% | 49,680 | $549K | No change |
| DSL Doubleline Income Solutions | 0.38% | 43,140 | $530K | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.37% | 7,607 | $520K | Reduce -5.1% |
| ACP Abrdn Income Credit Strat | 0.36% | 87,926 | $510K | Reduce -3.0% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.35% | 5,093 | $494K | Reduce -19.7% |
| OXY Occidental Petroleum Corp. | 0.35% | 10,168 | $483K | Reduce -6.4% |
| COP Conocophillips | 0.34% | 5,084 | $481K | No change |
| PAA Plains All Amer Pipeline LP | 0.34% | 27,596 | $471K | Add +93.0% |
| INTC Intel Corp. | 0.34% | 14,032 | $471K | Reduce -6.6% |
| CPT Camden Property Trust | 0.33% | 4,323 | $466K | No change |
| META Meta Platforms Inc. Class A | 0.31% | 593 | $435K | Add +1.0% |
| RTX RTX Corp. | 0.30% | 2,547 | $426K | No change |
| IVV iShares Core S&P 500 ETF | 0.29% | 616 | $412K | No change |
| KMI Kinder Morgan Inc. | 0.29% | 14,338 | $406K | Add +178.8% |
| MSTR Strategy Inc. | 0.28% | 1,203 | $388K | Add +52.1% |
| BA The Boeing Co. | 0.27% | 1,735 | $374K | Reduce -3.6% |
| BLK BlackRock Inc. | 0.26% | 315 | $367K | No change |
| AMP Ameriprise Financial Inc. | 0.26% | 746 | $366K | Reduce -5.3% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 5,961 | $357K | Reduce -3.4% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 1,185 | $357K | No change |
| ABT Abbott Laboratories | 0.25% | 2,651 | $355K | Reduce -16.1% |
| MPC Marathon Petroleum Corp. | 0.25% | 1,837 | $354K | No change |
| IAU iShares Gold Trust | 0.24% | 4,636 | $337K | No change |
| T AT&T Inc. | 0.22% | 10,866 | $307K | Add +2.5% |
| MRK Merck & Co. Inc. | 0.22% | 3,571 | $303K | Reduce -30.9% |
| LMT Lockheed Martin Corp. | 0.21% | 601 | $300K | Add +171.9% |
| GEV GE Vernova Inc. | 0.21% | 483 | $297K | No change |
| CIF MFS Intermediate High Income | 0.21% | 165,900 | $293K | Add +107.6% |
| GD General Dynamics Corp. | 0.20% | 830 | $283K | No change |
| XLK SS Technology Select Sector | 0.20% | 986 | $278K | No change |
| GBIL Goldman Sachs Access Treasur | 0.20% | 2,750 | $276K | No change |
| VLO Valero Energy Corp. | 0.19% | 1,584 | $270K | Add +0.1% |
| HD Home Depot Inc. | 0.19% | 661 | $268K | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 0.19% | 2,810 | $265K | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 2,310 | $264K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 799 | $263K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,205 | $261K | No change |
| TSLA Tesla Inc. | 0.18% | 579 | $257K | Add +682.4% |
| KYN Kayne Anderson Energy Infra | 0.18% | 20,770 | $257K | Add +3.0% |
| BN Brookfield Corp. | 0.17% | 3,549 | $243K | No change |
| V Visa Inc. Class A | 0.16% | 668 | $228K | Reduce -9.4% |
| AMX America Movil Sab DE CV | 0.16% | 10,850 | $228K | No change |
| SCHX Schwab US Large-Cap ETF | 0.16% | 8,457 | $223K | No change |
| DVN Devon Energy Corp. | 0.15% | 6,145 | $215K | Reduce -44.0% |
| NOC Northrop Grumman Corp. | 0.15% | 352 | $214K | No change |
| PG The Procter & Gamble Co. | 0.15% | 1,372 | $211K | Add +28.1% |
| DE Deere & Co. | 0.15% | 450 | $206K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $106K (not counted above)
Total filed on the 13F, all lines: $140.1M.
Portfolio Sells Q2 2025 → Q3 2025
| EPD Enterprise Products Partners | Reduce -6.3% | 3.11% | −1.19 |
| XOM Exxon Mobil Corp. | Reduce -8.3% | 2.94% | −1.07 |
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −0.82 |
| EOG EOG Resources Inc. | Reduce -1.3% | 1.83% | −0.69 |
| IJH iShares Core S&P Midcap ETF | Reduce -94.3% | 0.04% | −0.66 |
| AR Antero Resources Corp. | Reduce -14.7% | 0.65% | −0.44 |
| CVX Chevron Corp. | Reduce -0.8% | 1.38% | −0.40 |
| VZ Verizon Communications Inc. | Reduce -77.3% | 0.06% | −0.28 |
| AAPL Apple Inc. | Reduce -0.5% | 5.21% | −0.21 |
| DVN Devon Energy Corp. | Reduce -44.0% | 0.15% | −0.19 |
| MRK Merck & Co. Inc. | Reduce -30.9% | 0.22% | −0.18 |
| MSPR MSP Recovery Inc. | Sold out | 0.00% | −0.16 |
| SIRI Sirius XM Holdings Inc. | Reduce -14.3% | 0.47% | −0.16 |
| TXN Texas Instruments Inc. | Reduce -1.0% | 0.83% | −0.14 |
| JNJ Johnson & Johnson | Reduce -7.1% | 0.97% | −0.14 |
| PFE Pfizer Inc. | Reduce -9.0% | 0.44% | −0.13 |
| OXY Occidental Petroleum Corp. | Reduce -6.4% | 0.35% | −0.11 |
| NKE Nike Inc. Class B | Reduce -82.8% | 0.02% | −0.10 |
| ABT Abbott Laboratories | Reduce -16.1% | 0.25% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -9.2% | 0.73% | −0.10 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -26.3% | 0.06% | −0.09 |
| ACP Abrdn Income Credit Strat | Reduce -3.0% | 0.36% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -86.1% | 0.01% | −0.07 |
| AMP Ameriprise Financial Inc. | Reduce -5.3% | 0.26% | −0.06 |
| V Visa Inc. Class A | Reduce -9.4% | 0.16% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -1.8% | 0.43% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -5.1% | 0.37% | −0.05 |
| SYK Stryker Corp. | Reduce -36.1% | 0.05% | −0.04 |
| KO The Coca-Cola Co. | Reduce -2.3% | 0.14% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -8.5% | 0.14% | −0.04 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -32.9% | 0.06% | −0.04 |
| ADBE Adobe Inc. | Reduce -15.3% | 0.07% | −0.04 |
| WMT Walmart Inc. | Reduce -1.9% | 1.20% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -30.1% | 0.06% | −0.03 |
| GOF Guggenheim Strategic Opport | Reduce -79.5% | 0.01% | −0.03 |
| AMT American Tower Corp. | Reduce -8.2% | 0.07% | −0.03 |
| WMB Williams Cos Inc. | Reduce -57.5% | 0.02% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -8.0% | 0.13% | −0.03 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.03 |
| IT Gartner Inc. | Reduce -52.6% | 0.01% | −0.03 |
| GLD SPDR Gold Shares | Reduce -5.7% | 1.60% | −0.03 |
| CCI Crown Castle Inc. | Reduce -2.0% | 0.10% | −0.03 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -69.3% | 0.01% | −0.03 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -12.4% | 0.07% | −0.03 |
| COF Capital One Financial Corp. | Reduce -45.0% | 0.03% | −0.03 |
| OGE Oge Energy Corp. | Reduce -15.9% | 0.07% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -39.3% | 0.03% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -19.5% | 0.07% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| HON Honeywell International Inc. | Add +1283.0% | 2.23% | +2.03 |
| NG Novagold Resources Inc. | Add +752.5% | 2.05% | +1.95 |
| PLTR Palantir Technologies Inc. Class A | Add +7.7% | 2.92% | +1.43 |
| TSM Taiwan Semiconductor-SP ADR | Add +1683.9% | 0.95% | +0.92 |
| GS Goldman Sachs Group Inc. | Add +191.5% | 1.22% | +0.88 |
| BX Blackstone Inc. | Add +3572.0% | 0.75% | +0.73 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 2.58% | +0.71 |
| NVDA Nvidia Corp. | Add +27.6% | 1.21% | +0.55 |
| SLV iShares Silver Trust | Add +0.0% | 0.45% | +0.45 |
| MANH Manhattan Associates Inc. | Add +50.3% | 1.03% | +0.35 |
| MSFT Microsoft Corp. | Add +2.7% | 1.52% | +0.25 |
| ORCL Oracle Corp. | Add +4.0% | 0.42% | +0.18 |
| TRV The Travelers Cos Inc. | Add +102.2% | 0.40% | +0.18 |
| TSLA Tesla Inc. | Add +682.4% | 0.18% | +0.17 |
| KMI Kinder Morgan Inc. | Add +178.8% | 0.29% | +0.17 |
| WFC Wells Fargo & Co. | Add +28.6% | 0.68% | +0.14 |
| FTF Franklin Ltd. Dur Inc. TR | New | 0.14% | +0.14 |
| LMT Lockheed Martin Corp. | Add +171.9% | 0.21% | +0.13 |
| AVGO Broadcom Inc. | Add +295.3% | 0.14% | +0.12 |
| PPLT Abrdn Physical Platinum SHRS | Add +0.0% | 0.12% | +0.12 |
| STXF Strive 500 ETF | Add +15.0% | 0.80% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 1.27% | +0.11 |
| PPT Franklin Premir Inc. Trust-Ui | Add +55.2% | 0.42% | +0.11 |
| IBB iShares Biotechnology ETF | Add +0.0% | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +7.6% | 0.68% | +0.10 |
| GT Goodyear Tire & Rubber Co. | Add +93.7% | 0.40% | +0.10 |
| CIF MFS Intermediate High Income | Add +107.6% | 0.21% | +0.09 |
| PAA Plains All Amer Pipeline LP | Add +93.0% | 0.34% | +0.09 |
| VFLO Victoryshares Free Cash Flow | Add +0.0% | 0.09% | +0.09 |
| MSTR Strategy Inc. | Add +52.1% | 0.28% | +0.08 |
| OWL Blue Owl Capital Inc. | Add +0.0% | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 0.66% | +0.07 |
| SNPS Synopsys Inc. | Add +0.0% | 0.06% | +0.06 |
| NRG NRG Energy Inc. | Add +56.4% | 0.09% | +0.05 |
| UBER Uber Technologies Inc. | Add +1166.1% | 0.05% | +0.05 |
| SPHD Invesco S&P 500 High Dividen | Add +0.0% | 0.05% | +0.05 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Add +272.8% | 0.06% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 1.99% | +0.05 |
| BMNR Bitmine Immersion Technologi | Add +0.0% | 0.04% | +0.04 |
| LDOS Leidos Holdings Inc. | New | 0.04% | +0.04 |
| IDXX Idexx Laboratories Inc. | Add +0.0% | 0.04% | +0.04 |
| ADM Archer-Daniels-Midland Co. | Add +0.0% | 0.04% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +736.8% | 0.04% | +0.04 |
| TNGY Tortoise Energy ETF | Add +0.0% | 0.03% | +0.03 |
| FTCS First Trust Capital Strength | Add +0.0% | 0.03% | +0.03 |
| BSX Boston Scientific Corp. | New | 0.03% | +0.03 |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | Add +0.0% | 0.03% | +0.03 |
| CRCL Circle Internet Group Inc. | Add +0.0% | 0.03% | +0.03 |
| RDVY First Trust Rising Dividend | Add +0.0% | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +11.7% | 0.08% | +0.03 |
Notes & Other Activity Q2 2025 → Q3 2025
| MSPRW MSP Recovery Inc. -27 | *W EXP 05/20/202 | Add +2.1% | 58,108,301 | $105K |
| GTLB Gitlab Inc. Class A | CLASS A COM | Sold out | 0 | $0before exit |
| SMR Nuscale Power Corp. | CL A COM | Sold out | 0 | $0before exit |
| RGTI Rigetti Computing Inc. | COMMON STOCK | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 562 | $140.6M | KRP, AAPL, GOOGL, EPD, ET |
| Q1 2026 | 501 | $141.4M | KRP, AAPL, XOM, EPD, ET |
| Q4 2025 | 499 | $142.6M | KRP, AAPL, XOM, HHH, EPD |
| Q3 2025 | 495 | $140.0M | KRP, AAPL, TXO, HHH, ET |
| Q2 2025 | 458 | $118.0M | KRP, AAPL, TXO, EPD, XOM |
| Q1 2025 | 452 | $131.0M | AAPL, KRP, TXO, EPD, XOM |
| Q4 2024 | 473 | $109.9M | KRP, AAPL, TXO, EPD, XOM |
| Q3 2024 | 488 | $109.9M | KRP, AAPL, TXO, EPD, XOM |
| Q2 2024 | 473 | $104.4M | KRP, AAPL, TXO, XOM, EPD |
| Q1 2024 | 451 | $103.8M | KRP, AAPL, NOG, EPD, TXO |